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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1851
Valley National Advisers
Pennsylvania
$34K +$10.1K +132 +37%
BGA
1852
Battery Global Advisors
Massachusetts
$33.1K +$76 +1 +0.2%
CMP
1853
Coston McIsaac & Partners
Maine
$33K – – –
PWA
1854
Physician Wealth Advisors
Utah
$31.9K – – –
LWMI
1855
Legacy Wealth Management (Idaho)
Idaho
$31.9K – – –
RF
1856
Robinswood Financial
Washington
$31.1K +$26.2K +344 +366%
TC
1857
Truvestments Capital
Florida
$30.7K +$18.8K +246 +132%
ANBT
1858
American National Bank & Trust
Texas
$29.3K +$31.5K +413 New
ACM
1859
Accent Capital Management
Ohio
$29.2K +$16.2K +212 +106%
AT
1860
Avalon Trust
New Mexico
$28.4K – – –
MWM
1861
MorganRosel Wealth Management
Colorado
$28.4K +$30.5K +400 New
CAL
1862
Capital Advisors Ltd
Ohio
$27K – – –
CWM
1863
CarsonAllaria Wealth Management
Illinois
$27K +$1.22K +16 +4%
CWM
1864
Consultiva Wealth Management
Puerto Rico
$26.9K – – –
AG
1865
AmeriFlex Group
Nevada
$25K +$2.97K +39 +12%
FMP
1866
Financial Management Professionals
Texas
$24.8K -$9.76K -128 -27%
WFA
1867
West Financial Advisors
Iowa
$24.7K – – –
JGIA
1868
Jackson Grant Investment Advisers
Connecticut
$24.4K – – –
MSWM
1869
Mowery & Schoenfeld Wealth Management
Illinois
$24.3K +$153 +2 +0.6%
ITIM
1870
Indiana Trust & Investment Management
Indiana
$24.1K – – –
SWIM
1871
Smallwood Wealth Investment Management
New Jersey
$23.5K +$25.2K +331 New
CAC
1872
Core Alternative Capital
Georgia
$23.4K -$3.58K -47 -13%
CCMI
1873
Creative Capital Management Investments
California
$23.3K -$12.5K -164 -33%
GJIA
1874
Glass Jacobson Investment Advisors
Maryland
$23.1K – – –
TFM
1875
TFC Financial Management
Massachusetts
$23.1K – – –
73 74
75
76 77